Event Calendar

October 1, 2020
NATIONAL EVENT:
NAEPC Webinar: Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP®
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
October 20, 2020 October 2020 Breakfast Meeting (with online option)
John B. Atkins, JD & Daniel J. Wintz, JD
November 17, 2020 November 2020 Lunch Meeting (with online option)
Mark Weber & Eryka Morehead
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
January 19, 2021 January 2021 Happy Hour and Market Update
Scott Kubie & Paul West
February 16, 2021 February 2021 Lunch Meeting
Robert B. Wellendorf II
March 23, 2021 March 2021 Lunch Meeting
TBD
April 20, 2021 April 2021 Breakfast Meeting
May 18, 2021 End of the Season Celebration
View Past Events